Bogart Wealth LLC’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.1M | Buy |
19,815
+4,431
| +29% | +$2.4M | 0.35% | 68 |
|
|
2026
Q1 | $9.3M | Sell |
15,384
-11,085
| -42% | -$6.83M | 0.36% | 64 |
|
|
2025
Q4 | $12.8M | Sell |
26,469
-998
| -4% | -$478K | 0.51% | 36 |
|
|
2025
Q3 | $13.7M | Buy |
27,467
+777
| +3% | +$353K | 0.56% | 35 |
|
|
2025
Q2 | $12.4M | Buy |
26,690
+434
| +2% | +$203K | 0.53% | 43 |
|
|
2025
Q1 | $11.7M | Buy |
26,256
+6,398
| +32% | +$2.95M | 0.55% | 40 |
|
|
2024
Q4 | $9.65M | Buy |
19,858
+203
| +1% | +$111K | 0.46% | 50 |
|
|
2024
Q3 | $11.5M | Sell |
19,655
-2,579
| -12% | -$1.38M | 0.54% | 37 |
|
|
2024
Q2 | $10.4M | Sell |
22,234
-3,744
| -14% | -$1.73M | 0.53% | 42 |
|
|
2024
Q1 | $11.8M | Sell |
25,978
-81
| -0.3% | -$35.5K | 0.61% | 29 |
|
|
2023
Q4 | $11.8M | Sell |
26,059
-407
| -2% | -$180K | 0.67% | 25 |
|
|
2023
Q3 | $10.8M | Sell |
26,466
-679
| -3% | -$301K | 0.67% | 28 |
|
|
2023
Q2 | $12.5M | Buy |
27,145
+35
| +0.1% | +$16.2K | 0.79% | 23 |
|
|
2023
Q1 | $12.8M | Buy |
27,110
+906
| +3% | +$425K | 0.86% | 21 |
|
|
2022
Q4 | $12.7M | Buy |
26,204
+1,246
| +5% | +$579K | 0.89% | 21 |
|
|
2022
Q3 | $9.64M | Buy |
24,958
+3,133
| +14% | +$1.31M | 0.8% | 20 |
|
|
2022
Q2 | $9.38M | Buy |
21,825
+2,567
| +13% | +$1.13M | 0.82% | 22 |
|
|
2022
Q1 | $8.5M | Buy |
19,258
+1,976
| +11% | +$801K | 0.73% | 19 |
|
|
2021
Q4 | $6.14M | Buy |
17,282
+1,387
| +9% | +$480K | 0.55% | 38 |
|
|
2021
Q3 | $5.49M | Buy |
15,895
+1,125
| +8% | +$407K | 0.56% | 38 |
|
|
2021
Q2 | $5.59M | Buy |
14,770
+1,862
| +14% | +$716K | 0.61% | 23 |
|
|
2021
Q1 | $4.77M | Buy |
12,908
+3,598
| +39% | +$1.23M | 0.66% | 23 |
|
|
2020
Q4 | $3.31M | Buy |
9,310
+624
| +7% | +$229K | 0.61% | 25 |
|
|
2020
Q3 | $3.33M | Sell |
8,686
-120
| -1% | -$45.8K | 0.74% | 19 |
|
|
2020
Q2 | $3.21M | Sell |
8,806
-95
| -1% | -$35.9K | 0.76% | 21 |
|
|
2020
Q1 | $3.02M | Sell |
8,901
-188
| -2% | -$73.9K | 0.82% | 18 |
|
|
2019
Q4 | $3.54M | Buy |
9,089
+119
| +1% | +$45.7K | 1.13% | 12 |
|
|
2019
Q3 | $3.5M | Buy |
8,970
+2
| +0% | +$752 | 1.72% | 5 |
|
|
2019
Q2 | $3.26M | Buy |
8,968
+1,321
| +17% | +$442K | 1.97% | 5 |
|
|
2019
Q1 | $2.29M | Buy |
7,647
+538
| +8% | +$158K | 1.11% | 20 |
|
|
2018
Q4 | $1.86M | Buy |
7,109
+450
| +7% | +$137K | 0.93% | 21 |
|
|
2018
Q3 | $2.3M | Buy |
6,659
+291
| +5% | +$93.9K | 1.33% | 9 |
|
|
2018
Q2 | $1.88M | Buy |
6,368
+226
| +4% | +$72.9K | 1.14% | 15 |
|
|
2018
Q1 | $2.13M | Buy |
6,142
+463
| +8% | +$158K | 1.23% | 9 |
|
|
2017
Q4 | $1.82M | Buy |
5,679
+291
| +5% | +$91.7K | 1.17% | 15 |
|
|
2017
Q3 | $1.71M | Buy |
5,388
+14
| +0.3% | +$4.18K | 1.26% | 15 |
|
|
2017
Q2 | $1.49M | Buy |
5,374
+1,663
| +45% | +$457K | 0.96% | 25 |
|
|
2017
Q1 | $993K | Buy |
3,711
+27
| +0.7% | +$7.07K | 0.66% | 31 |
|
|
2016
Q4 | $921K | Buy |
+3,684
| New | +$921K | 0.62% | 32 |
|
Other funds holding LMT
Bogart Wealth LLC's LMT Position: Q2 2026 in Review
Bogart Wealth LLC increased its Lockheed Martin (LMT) stake by 29% in Q2 2026, buying an estimated $2.4M and bringing the position to 19,815 shares worth $10.1M. The position accounts for 0.35% of the portfolio, ranked #68.
Bogart Wealth LLC first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.7M in Q3 2025. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Bogart Wealth LLC held 19,815 shares of Lockheed Martin worth $10.1M as of Q2 2026.
- Bogart Wealth LLC bought 4,431 Lockheed Martin shares in Q2 2026, an estimated $2.4M.
- Lockheed Martin made up 0.35% of Bogart Wealth LLC's portfolio in Q2 2026, its #68 holding.
- Bogart Wealth LLC first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
- Bogart Wealth LLC's Lockheed Martin position peaked at $13.7M in Q3 2025.
- 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.